MONEY MANAGEMENT
Financial planning
ASIC has delivered one of its most stinging criticisms of commission-based selling of financial planning advice, and called for dealer groups around the country to move t...
Financial planning
The glory days of the boutique fund manager are over. Investment managers from the big end of town, particularly BT, were the best performing managers of Australian equit...
Financial planning
RetireInvest chief executive George Haramis has resigned from his post citing family commitments. He will officially depart the head role at the ING owned dealer group in...
Financial planning
In further proof that choice of fund was no more than a flash in the pan for advisers, a new survey has found just a third of the very few people who switched funds and s...
Financial planning
The AIOFP has criticised the FPA’s comments last week that investors, not planners, were responsible for money lost through investments in Westpoint-associated products, ...
Financial planning
The financial advice community is divided on the FPA’s soon to be released principles on conflicts of interest, displaying mixed opinions on the appropriateness and likel...
Financial planning
ASIC has made its regulatory presence felt in the superannuation choice of fund environment with exercises such as super switching surveillance and a current shadow shopp...
Financial planning
Days after boutique research house Zenith released an assessment critical of the mortgage fund industry, another report has concluded that mortgage funds will find it inc...
Financial planning
Glebe Asset Management is to be sold off by its owner, the Anglican Church of Australia....
Financial planning
APRA and ASIC will jointly release an industry best practice guide on unit pricing within the next three weeks....
Financial planning
Emergency services workers have rejected reassurances from the Victoria Government that their superannuation benefits will be fully preserved under a proposed merger with...
Financial planning
First time contenders Paul Gerrard and Bruce Beakey have won a seat on the FPA’s board, outpolling incumbents Andrew Heaven and Dominic Alafaci, who failed in their bid f...
Financial planning
A new boutique fund manager set up by three former Challenger Financial Services senior executives has seen its first property syndicate successfully filled....
Financial planning
This is the final Money Management e-newsletter for 2005, so we would like to take this opportunity to wish all our readers and their families a happy time over the festi...
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...